GSG Wealth Management Team
We strongly believe that it takes a whole team to effectively serve our clients. Every person on our team has an important role, from advising, to client onboarding, and service. Our team is committed to delivering on the client experience that we pride ourselves on.
Dan F. Grimm Jr , CLU®, CFP®, WMCP®
Wealth Management Advisor
Work and Education
Dan Grimm’s career at Northwestern Mutual began in 1987 when he participated in the College Intern Program while he was a student at Purdue University. After graduating from Purdue in 1989 with a Bachelor of Science degree in Industrial Management, Dan began his full-time career at Northwestern Mutual. Dan believes in the value of education and professional development and has earned the following designations: Certified Financial Planner (CFP), Wealth Management Certified Professional (WMCP), and Chartered Life Underwriter (CLU).
He is a founding partner at GSG Wealth Management along with Dan Grimm Jr and Ryan Schmitt. The team at GSG Wealth Management focuses on a planning relationship with their clients. Daniel’s primary focus is on the design and implementation of efficient wealth accumulation/protection, investment management, and estate planning.
Personal
Dan and his wife, Ellen, have been married for over 31 years and have 5 children: Daniel (Ellie), John (Allie), Xavier, Mary Beth (David) and Anne. They also have 2 grandchildren. Dan has served on the board of the Evansville Rescue Mission for over 20 years, the board of GATHER Network for over 10 years and is very active in his church, Family Bible Church.
Work and Education
Ryan Schmitt’s career at Northwestern Mutual began in 2009 when he participated in the College Intern Program while a student at the University of Evansville. After graduating from UE in 2011 with a Bachelor of Science degree in Business Management and Finance, Ryan began his full-time career at Northwestern Mutual.
He is a founding partner at GSG Wealth Management, along with Dan Grimm Jr. and Daniel Grimm III. The team at GSG Wealth Management focuses on a planning relationship with their clients. Ryan’s primary focus is on the design and implementation of comprehensive retirement income distribution, investment management, and estate planning.
Personal
Ryan and his wife, Jamie, live in Haubstadt with their three boys - Tate, Booker, and Griffin. They enjoy reading, working out, traveling, and following the athletic programs of their alma mater, the University of Evansville.
Work and Education
Daniel Grimm’s career at Northwestern Mutual began in 2016 when he participated in the College Intern Program while he was a student at Purdue University. After graduating from Purdue in 2017 with a Bachelor of Science degree in Business Management, Daniel began his full-time career at Northwestern Mutual. Daniel believes in the value of education and professional development and has earned the following designations: Certified Financial Planner (CFP), and Wealth Management Certified Professional (WMCP).
He is a founding partner at GSG Wealth Management along with Dan Grimm Jr and Ryan Schmitt. The team at GSG Wealth Management focuses on a planning relationship with their clients. Daniel’s primary focus is on the design and implementation of efficient wealth accumulation/protection, investment management, and estate planning.
Personal
Daniel is married to Ellie, and they have one son, Micah. Daniel enjoys spending time with his family, watching and playing sports, and serving at their church.
Alexander Paul Seward , CFP®, RICP®
Director of Investments and Operations
Alexander Paul Seward , CFP®, RICP®
Director of Investments and Operations
Alex began his career in the financial planning industry in 2013 while attending the University of Evansville. He graduated with a degree in accounting and economics and continued his education by becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. Alex is currently a Level II Candidate in the CFA Program which has allowed him to obtain a deeper understanding of the financial markets and portfolio construction. He oversees trade operations and helps to develop and maintain the team’s investment strategy and tools. Alex lives on the East Side of Evansville with his wife Taylor. They enjoy spending time outdoors, cooking, traveling, and cheering for the UE Aces and Ohio State Buckeyes.
Andrew leads our advisory investment strategy and complex planning issues for clients. In addition, he spends part of his time in an advising capacity for many of our clients. He previously worked for the Office of the Comptroller of the Currency, regulating nationally chartered banks with a team of examiners. Andrew graduated Magna Cum Laude from the University of Southern Indiana with a Bachelor of Science in Finance, is a Certified Financial Planner, and Level III Candidate in the CFA Program. Personally, Andrew is married to his wife Kerra and they have one son, Eli. He leads worship at Resurgence church and is a practitioner of Brazilian Jiu-Jitsu.
Wayne first entered the financial services industry in 1990 after graduating with a degree in Business Administration from the University of Southern Indiana. A series of opportunities lead him on a path to helping manage a locally owned multimillion dollar business for the next 18 years. In 2009, Wayne decided it was time to return to a career in financial planning. In 2013, Wayne accepted an opportunity to join Ryan's team as an Associate Financial Advisor and has been serving our team's clients ever since. In his spare time, Wayne can be found playing music, playing golf, working on home remodel projects, and enjoying good conversation with great people.
Mandy began her career with Northwestern Mutual in 1998 and joined our team as the Director of Investment Operations in 2005. Her primary focus is new account opening, transitioning of accounts, trading investment company products for our clients, and account maintenance. Mandy is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining her securities Series 6 and 63 registrations. Mandy and her husband Marc reside in Newburgh with their son and daughter, Devin and Kiley. They enjoy spending time as a family doing outdoor activities, including hiking, camping, and ATV riding.
Dylan has been with our team since March of 2017. He directs all new business and oversees the insurance operations for our team. He is Life and Health Insurance licensed with the state of Indiana, and he also assists the advising team in building financial plans for our clients. In his personal time, Dylan attends and serves at Resurgence Church with his wife, Danielle, where he assists in the youth ministry and worship band.
Josh began his career with Northwestern Mutual in the summer of 2021. He oversees insurance operations and is life & health insurance licensed. Josh also assists the team with investment operations as well as creating financial plans for clients. He resides on the east side of Evansville and grew up in the surrounding area. Josh has been an assistant boy’s high school basketball coach for 7 years and is currently coaching at Evansville Reitz Memorial High School. He enjoys sports, especially basketball, golf, & soccer.
Recent addition to the team in 2022, Melissa just relocated back to Evansville after spending many years away in other states. A graduate of USF with a degree in Business Management and Finance, Melissa has several years in managing finances and budgeting for major retailers and not-for-profit organizations. Melissa’s primary focus for the team will be new client business, account maintenance and life insurance. She is life and health insurance licensed in Indiana and is pursuing further industry education and credentials. Married to Jason, Melissa has two boys Logan and Casey, who is an active service member of the United States Coast Guard. They reside on the North side of Evansville and enjoy outdoor family activities such as hiking and camping.
Ellen’s career at Northwestern Mutual began in 1989 when her husband, and co-founder of GSG Wealth Management, Dan started in the business. She has helped Dan and the team with special projects and office management. Ellen graduated from Purdue in 1989 with a Bachelor of Science degree in Business Management.